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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,973 | $72,027-61.2% | $185,835-84.9% | $79,852-65.0% |
| Participation rate | 20.0% | 65.8%-45.8pp | 78.0%-58.0pp | 69.6%-49.6pp |
| Annual return | 28.68% | 23.13%+5.6pp | 35.96%-7.3pp | 31.72%-3.0pp |
| Employer contribution / active EE | $463 | $1,965-76.4% | $4,087-88.7% | $2,471-81.3% |
| Participant deferral / active EE | $544 | $3,780-85.6% | $5,633-90.3% | $3,740-85.5% |
| Admin fee / account holder | $734 | $4,513-83.7% | $9,502-92.3% | $5,306-86.2% |